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Jonathan Bird, CFP®️, CWS®️

Turn Your Financial House into a Financial Castle

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Farnam Financial Jonathan Bird, CFP®️, CWS®️
Phoenix, Arizona

Serving Clients Nationwide

Turn Your Financial House into a Financial Castle

602.603.4000

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Jonathan Bird. I was born in Phoenix, Arizona and graduated from Creighton University.

Before starting Farnam Financial, I previously worked for Charles Schwab & Co. and managed over $250 million in client assets for 205 high-net-worth families.

With nine years of financial services experience, I hold both the Certified Financial Planner™ and Certified Wealth Strategist™ professional designations.

I'm also the author of the Amazon #1 Best-selling book, Income on Demand – Master Your Retirement Portfolio, Ignore the Market, and Leave the IRS Weeping.

Outside of work, I enjoy running a Junto group inspired by Benjamin Franklin’s autobiography. I also enjoy reading, golf, and pickleball.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Wealth Strategist (CWS)

Affiliations

  • National Association of Personal Financial Advisors

Primary Location

2415 E Camelback Rd Suite 700, Phoenix, AZ 85016

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a no-cost, no-obligation, 15-minute initial call to answer questions, see if we’re a potential fit for each other, and explain how the process works. Before you pay a dollar in fees, we believe an advisor should demonstrate how they’ll add value to your retirement in a way that far exceeds the fee. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Other financial advisors try to outperform the stock market. Standard & Poor’s found that over the past twenty years, about 94% of professional managers that tried to outperform the stock market failed. We avoid that.

What Makes Farnam Financial Different:

We invest in a way that allows you to keep more of your profits and principal. We utilize a powerful retirement income strategy designed to save you in taxes over the traditional dividend strategy. We also provide an educational program that helps ensure your peace of mind through any market downturn. That simplified approach allows us to turn your financial house into a financial castle.

✅ Specializing in Retirement: Farnam Financial’s expertise and resources are built specifically to serve retirees. We help with your overall finances, including the portfolio. We also add value on 13 Wealth Management topics that are critical for families to achieve long-term success.

✅Focusing on Your Results: We are Certified Financial Planners that care exclusively about your results. We go to great lengths to avoid conflicts of interest – specifically by never selling products or taking commissions. Our fiduciary approach focuses on what’s best for you at all times and keeps more money in your pocket, not ours.

✅ Sticking to Our Values: Integrity, reliability, and respect are our three core values. We’re always honest and forthcoming. We say what we’ll do, and we’ll do what we said. We also treat you the way we’d want to be treated if our positions were reversed.

✅ Support & Education: We believe it’s important to make things simple and clear for you. We’ll keep you informed and promise to be available for you when you need us.

Education

Creighton University, Bachelor's degree, Philosophy

Badges

Hobbies and Interests

  • Golf
  • Reading
  • Writing

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/6290050

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms.

Looking for a Financial Advisor in Phoenix, Arizona?
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